2023 Form 5500 filing — Wm 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927172836NAL0005146306001) for Wm 401(K) Plan, reported by Winn-Marion Barber, LLC under EIN 68-0511614 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927172836NAL0005146306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winn-Marion Barber, LLC
- EIN
- 68-0511614
- Plan number
- 001
- Location
- Centennial, CO
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $633,778
- Benefits paid
- $368,826
- Administrative expenses
- $16,306
- Total expenses
- $385,132
- Net increase / (decrease)
- $248,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Insperity Retirement Services | RECORDKEEPER | not reported in the loaded dataset | $32,189 |
| Carson Wealth | INVESTMENT ADVISOR | $25,096 | not reported in the loaded dataset |
| Insperity Retirement Services | RECORDKEEPER | not reported in the loaded dataset | $9,210 |
| Carson Wealth | INVESTMENT ADVISOR | $7,096 | not reported in the loaded dataset |